Team Roles
You can add educators to your plan with a few clicks, and designate them with one of the following roles:
Org Manager
Admin
Teacher
Here are the features of each role designation:
Admins
(Ex: Principal, Instructional Coach, anyone who should see team data)
Can view teacher activity data and student response data across the team
Can invite other Admins & Org Managers
Can add teachers to a team
Can move teachers to different teams
Access to all Gold features
Org Managers
(Ex: Anyone needing access to their own classes while also being able to invite other teachers. They will not be able to view data from other teachers' classes)
Cannot view any student response data
Cannot invite Admins
Can invite other Org Managers
Can add teachers to a team
Access to all Gold features
Teachers
Access to all Gold features
No access to org management or data
Cannot add other teachers
Add a Team Member to a Team
Once you are logged in to your Formative account, select the “Admin” tab from the left side menu
Select the “Team Management” sub-tab at the top of the page and click on the team name
In the panel on the right, click on the "Add member" button. This will bring up a window called "Invite Users to School/Team"
Make sure the correct team is showing in the “School/Team” field
Enter the first name, last name, and email of the members you would like to add (Tip: you can copy and paste these fields from a spreadsheet to make the process quicker!)
Indicate each person's role by clicking the carat and choosing from the dropdown list
Click on "Invite Users"
*Due to student data privacy laws, if designated “Admin” is not a school Admin (Principal or Vice Principal), we must receive written permission from a school Admin (Principal or Vice Principal) to allow that access.
Accepting Team Invitations
Accepting team invitations will be a different process for educators, depending on their current status with Formative:
Educators with an existing Formative account
Educators that already have Formative accounts and were previously added to a team within your organization will only need to refresh or log out/back into the accounts to activate the new Gold access to their new team. These educators will appear on the Team Management page with their designated role (Org Manager, Admin, Teacher) listed next to their names immediately.
Educators that already have Formative accounts but were not yet added to a team within your organization will receive an email invitation containing a clickable link to roll their accounts into the organization's Gold plan.
These educators will appear on the Team Management page with an "Invited" designation listed next to their names. This designation will change into their role designation (Org Manager, Admin, Teacher) only after they have clicked the link from within the email invitation.
Once they have joined the Gold plan they will have access to the Gold features.
Note: If these teachers are subscribed to Formative's individual Silver subscription, their subscription will cancel and they will automatically receive a pro-rated refund once they click on the link to join the Gold plan license.
Educators without a Formative account
Educators that are brand new to Formative and have not yet set up an account, will receive an email with instructions on how to get the new Gold account set up.
These educators will appear on the Team Management page with an "Invited" designation listed next to their names. This designation will change into their role designation (Org Manager, Admin, Teacher) only after they have followed the instructions provided in the email invitation.
Once they have created their account following the instructions they received, their account will be rolled into the Gold plan and they will have access to the Gold features. They will also then be able to set up their classes. Here are some useful articles that may help these new Formative users:
FAQ & troubleshooting tips
🙋🏼 I can see team members who are labeled as "Unverified." Why?
Teachers who sign up for a Formative account and select your school/team before (or without) being invited to the team first, will appear as "Unverified." If you recognize these educators and would like to add them to the team, click on the "Unverified" label and select "Invited" instead. This educator will receive an invitation email with a clickable link to roll their account into the Gold plan.
🙋🏻♀️ I need to remove a team member.
Looking to remove team members from the team? Here's how.
🙋🏿♂️ I need to move a teacher to another team
If you need to move a teacher from one team (or department) to another, here's how.
🙋🏽 Some of my teachers already had individual Silver (or legacy premium) accounts. Will they receive a refund when they join my department, school, or district license?
If any teacher has an individua subscription, and as long as they are using the same email address for that individual subscription as the one you are using to add them to the team - the subscription will be canceled and they will be given a prorated refund for the remainder of their subscription period. To have this happen they both need to receive the invite from the admin, and then also accept that invite to join the license.